[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@realKunalAShah](/creator/twitter/realKunalAShah) "If I was Xi and China - I would surrender - pull back all rare earth controls and relent to US demands on trade imbalances as well as other structural shifts in the relationship which includes a full shutdown of fentanlyl production and support of the Mexican cartels" [X Link](https://x.com/realKunalAShah/status/1978050878121587193) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-14T10:50Z 6397 followers, 40.4K engagements "Chinese Sanctions on Hanwha's US Shipbuilding Units Aim to 'Coerce' South Korea State Dept Says" [X Link](https://x.com/realKunalAShah/status/1979172155536416896) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-17T13:06Z 6396 followers, XXX engagements "The most egregious example. Oaktree took possession of Evergrandes Venice Project - that they sunk $4.3B into. Oaktree had given a secured loan of $400M. They now are even struggling to monetise this. An example of a nearly worthless project with 95%+ write down" [X Link](https://x.com/realKunalAShah/status/1980483619710971985) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-21T03:57Z 6395 followers, 8152 engagements "Oaktree takes control of sprawling Evergrande building project near Shanghai" [X Link](https://x.com/realKunalAShah/status/1980483717044043961) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-21T03:58Z 6395 followers, XXX engagements "Oaktree scuppers Evergrande restructuring plan by seizing Versailles mansion plot via @FT" [X Link](https://x.com/realKunalAShah/status/1980484297602523335) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-21T04:00Z 6395 followers, XXX engagements "Or we just predicted that that deficits could be reducing economic growth advancing capital pouring into US debt and equity markets as well as reducing inflationary impulses - contrasting from the doomsday predictions of tTrumps tariffs" [X Link](https://x.com/realKunalAShah/status/1980491469141209135) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-21T04:28Z 6396 followers, XXX engagements "US army taps private equity groups to help fund $150bn revamp via @FT" [X Link](https://x.com/realKunalAShah/status/1980493647733764235) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-21T04:37Z 6395 followers, XXX engagements "Michael has called this exquisitely for several months. The Reverse Marshall Plan" [X Link](https://x.com/realKunalAShah/status/1980494828212482181) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-21T04:42Z 6396 followers, 1249 engagements "Judging from the defaults being seen by Oaktree and Carlyle I think its closer to XX% rather than XX% Evergrandes Venice Property is one of them" [X Link](https://x.com/realKunalAShah/status/1980506877223186828) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-21T05:30Z 6397 followers, XXX engagements "In his second term President Trump is seeking to dominate the Americas with a new Donroe Doctrine" [X Link](https://x.com/realKunalAShah/status/1981277171860582478) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-23T08:31Z 6398 followers, XXX engagements "Targeting one of Russias largest sources of revenue the Trump administration is imposing substantial new sanctions on Russian oil giants Lukoil and Rosneft" [X Link](https://x.com/realKunalAShah/status/1981277122485264481) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-23T08:30Z 6399 followers, XXX engagements "I think that the fact is - with XX% vs XX% tariffs TikTok surrender as well as likely concessions on fentanyl and other trade issues (232 tariffs ports Nvidia export bans) - that Beijing and the CCP would view Xi as being weak. The problem is Trump is winning against Xi-" [X Link](https://x.com/realKunalAShah/status/1981590325488754772) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-24T05:15Z 6404 followers, XXX engagements "has API chokeholds as well. The problem china has - in highlighting and potentially beginning to use all these choke points is - inevitably the and to some extent the rest of G7 will begin making plans for redundancy and sovereignty. In time they will reduce MAD effectiveness" [X Link](https://x.com/realKunalAShah/status/1981677497004511281) [@realKunalAShah](/creator/x/realKunalAShah) 2025-10-24T11:01Z 6404 followers, 5889 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@realKunalAShah
"If I was Xi and China - I would surrender - pull back all rare earth controls and relent to US demands on trade imbalances as well as other structural shifts in the relationship which includes a full shutdown of fentanlyl production and support of the Mexican cartels"
X Link @realKunalAShah 2025-10-14T10:50Z 6397 followers, 40.4K engagements
"Chinese Sanctions on Hanwha's US Shipbuilding Units Aim to 'Coerce' South Korea State Dept Says"
X Link @realKunalAShah 2025-10-17T13:06Z 6396 followers, XXX engagements
"The most egregious example. Oaktree took possession of Evergrandes Venice Project - that they sunk $4.3B into. Oaktree had given a secured loan of $400M. They now are even struggling to monetise this. An example of a nearly worthless project with 95%+ write down"
X Link @realKunalAShah 2025-10-21T03:57Z 6395 followers, 8152 engagements
"Oaktree takes control of sprawling Evergrande building project near Shanghai"
X Link @realKunalAShah 2025-10-21T03:58Z 6395 followers, XXX engagements
"Oaktree scuppers Evergrande restructuring plan by seizing Versailles mansion plot via @FT"
X Link @realKunalAShah 2025-10-21T04:00Z 6395 followers, XXX engagements
"Or we just predicted that that deficits could be reducing economic growth advancing capital pouring into US debt and equity markets as well as reducing inflationary impulses - contrasting from the doomsday predictions of tTrumps tariffs"
X Link @realKunalAShah 2025-10-21T04:28Z 6396 followers, XXX engagements
"US army taps private equity groups to help fund $150bn revamp via @FT"
X Link @realKunalAShah 2025-10-21T04:37Z 6395 followers, XXX engagements
"Michael has called this exquisitely for several months. The Reverse Marshall Plan"
X Link @realKunalAShah 2025-10-21T04:42Z 6396 followers, 1249 engagements
"Judging from the defaults being seen by Oaktree and Carlyle I think its closer to XX% rather than XX% Evergrandes Venice Property is one of them"
X Link @realKunalAShah 2025-10-21T05:30Z 6397 followers, XXX engagements
"In his second term President Trump is seeking to dominate the Americas with a new Donroe Doctrine"
X Link @realKunalAShah 2025-10-23T08:31Z 6398 followers, XXX engagements
"Targeting one of Russias largest sources of revenue the Trump administration is imposing substantial new sanctions on Russian oil giants Lukoil and Rosneft"
X Link @realKunalAShah 2025-10-23T08:30Z 6399 followers, XXX engagements
"I think that the fact is - with XX% vs XX% tariffs TikTok surrender as well as likely concessions on fentanyl and other trade issues (232 tariffs ports Nvidia export bans) - that Beijing and the CCP would view Xi as being weak. The problem is Trump is winning against Xi-"
X Link @realKunalAShah 2025-10-24T05:15Z 6404 followers, XXX engagements
"has API chokeholds as well. The problem china has - in highlighting and potentially beginning to use all these choke points is - inevitably the and to some extent the rest of G7 will begin making plans for redundancy and sovereignty. In time they will reduce MAD effectiveness"
X Link @realKunalAShah 2025-10-24T11:01Z 6404 followers, 5889 engagements
/creator/twitter::1020394087/posts